EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 2, 2020

Total Value ($000): $167,087 (100.0% shares, 0.0% debt)

Holdings (125)

AAPL Apple 2.0%
Value ($000) $3,404 Shares 29,389 Est. Cost $77.97 Unrealized +35.9%
AMZN Amazon.com 2.0%
Value ($000) $3,360 Shares 1,067 Est. Cost $16.92 Unrealized +832.0%
TMO Thermo Fisher Scientific 1.9%
Value ($000) $3,108 Shares 7,039 Est. Cost $80.23 Unrealized +407.8%
DHR Danaher 1.7%
Value ($000) $2,888 Shares 13,414 Est. Cost $29.73 Unrealized +484.2%
COST Costco 1.7%
Value ($000) $2,869 Shares 8,081 Est. Cost $88.24 Unrealized +250.3%
CHD Church & Dwight 1.7%
Value ($000) $2,775 Shares 29,616 Est. Cost $36.32 Unrealized +134.6%
NKE Nike 1.6%
Value ($000) $2,648 Shares 21,094 Est. Cost $41.89 Unrealized +137.9%
ITW Illinois Tool Works 1.6%
Value ($000) $2,603 Shares 13,471 Est. Cost $55.95 Unrealized +199.0%
MSFT Microsoft 1.5%
Value ($000) $2,569 Shares 12,213 Est. Cost $26.70 Unrealized +651.8%
Visa 1.5%
Value ($000) $2,550 Shares 12,751 Est. Cost $96.64 Unrealized
BALL Ball Corp. 1.5%
Value ($000) $2,522 Shares 30,338 Est. Cost $27.97 Unrealized +157.7%
APD Air Products & Chem. 1.5%
Value ($000) $2,478 Shares 8,321 Est. Cost $115.61 Unrealized +117.7%
SYK Stryker 1.5%
Value ($000) $2,436 Shares 11,691 Est. Cost $56.92 Unrealized +222.6%
PG Procter & Gamble 1.5%
Value ($000) $2,434 Shares 17,514 Est. Cost $56.21 Unrealized +107.0%
AMGN Amgen 1.4%
Value ($000) $2,391 Shares 9,407 Est. Cost $73.34 Unrealized +185.7%
WMT Walmart 1.4%
Value ($000) $2,364 Shares 16,900 Est. Cost $23.48 Unrealized +76.0%
FISV Fiserv 1.4%
Value ($000) $2,330 Shares 22,612 Est. Cost $45.20 Unrealized +120.4%
PEP PepsiCo 1.3%
Value ($000) $2,253 Shares 16,256 Est. Cost $57.77 Unrealized +99.4%
EXPD Expeditors Int'l 1.3%
Value ($000) $2,233 Shares 24,670 Est. Cost $65.85 Unrealized +21.5%
EW Edwards Lifesciences 1.3%
Value ($000) $2,185 Shares 27,374 Est. Cost $57.72 Unrealized +35.2%
Oracle Corp. 1.3%
Value ($000) $2,156 Shares 36,112 Est. Cost $31.25 Unrealized
PYPL PayPal 1.3%
Value ($000) $2,145 Shares 10,886 Est. Cost $37.64 Unrealized +399.2%
ECL Ecolab 1.3%
Value ($000) $2,144 Shares 10,728 Est. Cost $73.90 Unrealized +155.0%
MCD McDonalds 1.3%
Value ($000) $2,143 Shares 9,765 Est. Cost $96.13 Unrealized +88.7%
GWW W.W. Grainger 1.3%
Value ($000) $2,142 Shares 6,005 Est. Cost $184.99 Unrealized +75.3%
APH Amphenol 1.2%
Value ($000) $2,083 Shares 19,239 Est. Cost $10.70 Unrealized +134.1%
ABT Abbott Laboratories 1.2%
Value ($000) $2,081 Shares 19,122 Est. Cost $33.03 Unrealized +179.6%
SHW Sherwin-Williams 1.2%
Value ($000) $2,046 Shares 2,937 Est. Cost $64.48 Unrealized +223.0%
DIS Walt Disney 1.2%
Value ($000) $2,043 Shares 16,469 Est. Cost $58.47 Unrealized +108.9%
CTSH Cognizant Tech 1.2%
Value ($000) $2,042 Shares 29,414 Est. Cost $40.15 Unrealized +49.3%
CL Colgate Palmolive 1.2%
Value ($000) $1,950 Shares 25,271 Est. Cost $45.74 Unrealized +47.2%
BDX Becton Dickinson 1.2%
Value ($000) $1,944 Shares 8,354 Est. Cost $104.60 Unrealized +115.4%
D.R. Horton 1.1%
Value ($000) $1,893 Shares 25,028 Est. Cost $36.26 Unrealized
ORLY O'Reilly Auto 1.1%
Value ($000) $1,864 Shares 4,043 Est. Cost $9.42 Unrealized +222.5%
NVDA Nvidia 1.1%
Value ($000) $1,859 Shares 3,434 Est. Cost $4.00 Unrealized +190.1%
JNJ Johnson & Johnson 1.1%
Value ($000) $1,858 Shares 12,478 Est. Cost $62.23 Unrealized +104.1%
VZ Verizon 1.1%
Value ($000) $1,799 Shares 30,247 Est. Cost $29.48 Unrealized +44.4%
LOW Lowes 1.1%
Value ($000) $1,779 Shares 10,723 Est. Cost $46.18 Unrealized +202.9%
AXP American Express 1.1%
Value ($000) $1,763 Shares 17,590 Est. Cost $59.31 Unrealized +54.9%
EMR Emerson Electric 1.0%
Value ($000) $1,739 Shares 26,515 Est. Cost $40.49 Unrealized +45.2%
Alphabet Class A 1.0%
Value ($000) $1,734 Shares 1,183 Est. Cost $777.78 Unrealized
JPM J.P. Morgan Chase 1.0%
Value ($000) $1,732 Shares 17,991 Est. Cost $37.03 Unrealized +130.7%
ADP Automatic Data Processing 1.0%
Value ($000) $1,702 Shares 12,205 Est. Cost $47.72 Unrealized +161.9%
META Facebook 1.0%
Value ($000) $1,700 Shares 6,491 Est. Cost $110.03 Unrealized +132.8%
KMB Kimberly Clark 1.0%
Value ($000) $1,684 Shares 11,406 Est. Cost $89.92 Unrealized +37.3%
NextEra Energy 1.0%
Value ($000) $1,652 Shares 5,951 Est. Cost $83.09 Unrealized
UNH UnitedHealth Group 1.0%
Value ($000) $1,617 Shares 5,188 Est. Cost $84.77 Unrealized +231.7%
IDXX IDEXX Laboratories 1.0%
Value ($000) $1,616 Shares 4,111 Est. Cost $83.49 Unrealized +342.8%
MMM 3M Co. 1.0%
Value ($000) $1,609 Shares 10,047 Est. Cost $73.46 Unrealized +50.2%
CSCO Cisco Systems 0.9%
Value ($000) $1,580 Shares 40,104 Est. Cost $19.95 Unrealized +85.7%
AFL AFLAC 0.9%
Value ($000) $1,563 Shares 42,999 Est. Cost $28.35 Unrealized +13.2%
INTU Intuit 0.9%
Value ($000) $1,552 Shares 4,757 Est. Cost $91.87 Unrealized +229.4%
Cerner 0.9%
Value ($000) $1,552 Shares 21,471 Est. Cost $58.31 Unrealized
CSL Carlisle 0.9%
Value ($000) $1,480 Shares 12,098 Est. Cost $65.02 Unrealized +77.2%
HON Honeywell 0.9%
Value ($000) $1,471 Shares 8,935 Est. Cost $62.75 Unrealized +112.3%
CVS CVS Health 0.9%
Value ($000) $1,440 Shares 24,660 Est. Cost $49.57 Unrealized +5.7%
NOC Northrop Grumman 0.8%
Value ($000) $1,397 Shares 4,429 Est. Cost $126.64 Unrealized +135.4%
FDS Factset Research 0.8%
Value ($000) $1,384 Shares 4,132 Est. Cost $144.35 Unrealized +127.5%
CLX Clorox 0.8%
Value ($000) $1,357 Shares 6,456 Est. Cost $72.62 Unrealized +160.2%
HD Home Depot 0.8%
Value ($000) $1,353 Shares 4,873 Est. Cost $66.00 Unrealized +260.1%
AVY Avery Dennison 0.8%
Value ($000) $1,340 Shares 10,483 Est. Cost $83.52 Unrealized +29.0%
INTC Intel 0.8%
Value ($000) $1,326 Shares 25,607 Est. Cost $43.40 Unrealized +7.2%
GPC Genuine Parts 0.8%
Value ($000) $1,312 Shares 13,786 Est. Cost $63.83 Unrealized +25.4%
SBUX Starbucks 0.8%
Value ($000) $1,286 Shares 14,967 Est. Cost $40.51 Unrealized +74.8%
ROP Roper Technologies 0.8%
Value ($000) $1,268 Shares 3,209 Est. Cost $113.86 Unrealized +253.7%
TXN Texas Instruments 0.8%
Value ($000) $1,264 Shares 8,849 Est. Cost $26.44 Unrealized +342.0%
AMD Advanced Micro 0.7%
Value ($000) $1,251 Shares 15,254 Est. Cost $40.33 Unrealized +84.1%
FAST Fastenal Co. 0.7%
Value ($000) $1,202 Shares 26,652 Est. Cost $11.39 Unrealized +76.1%
DOV Dover 0.7%
Value ($000) $1,176 Shares 10,858 Est. Cost $41.41 Unrealized +140.8%
Booking Holdings 0.7%
Value ($000) $1,100 Shares 643 Est. Cost $2077.71 Unrealized
Alphabet Class C 0.7%
Value ($000) $1,099 Shares 748 Est. Cost $758.90 Unrealized
Check Point Software 0.6%
Value ($000) $1,034 Shares 8,594 Est. Cost $106.44 Unrealized
UPS United Parcel Service Cl B 0.6%
Value ($000) $1,010 Shares 6,060 Est. Cost $90.84 Unrealized +29.2%
LMT Lockheed Martin 0.6%
Value ($000) $1,007 Shares 2,627 Est. Cost $146.00 Unrealized +125.4%
Medtronic 0.6%
Value ($000) $1,003 Shares 9,650 Est. Cost $87.17 Unrealized
AT&T 0.6%
Value ($000) $962 Shares 33,742 Est. Cost $35.35 Unrealized
Merck 0.6%
Value ($000) $949 Shares 11,440 Est. Cost $77.14 Unrealized
CVX Chevron Corp. 0.6%
Value ($000) $941 Shares 13,076 Est. Cost $71.73 Unrealized -7.3%
ADI Analog Devices 0.6%
Value ($000) $923 Shares 7,903 Est. Cost $62.50 Unrealized +70.3%
Varian Med Sys Inc 0.5%
Value ($000) $906 Shares 5,266 Est. Cost $86.24 Unrealized
COR AmerisourceBergen 0.5%
Value ($000) $847 Shares 8,741 Est. Cost $44.50 Unrealized +96.2%
SWK Stanley Black & Decker 0.5%
Value ($000) $846 Shares 5,218 Est. Cost $103.61 Unrealized +26.6%
BMY Bristol-Myers Squibb 0.5%
Value ($000) $826 Shares 13,706 Est. Cost $39.01 Unrealized +24.6%
SNA Snap-on 0.5%
Value ($000) $786 Shares 5,339 Est. Cost $125.48 Unrealized +0.6%
VMC Vulcan Materials 0.5%
Value ($000) $774 Shares 5,709 Est. Cost $116.31 Unrealized +3.4%
SJM J.M. Smucker 0.5%
Value ($000) $766 Shares 6,630 Est. Cost $92.42 Unrealized +1.1%
DE Deere 0.4%
Value ($000) $745 Shares 3,362 Est. Cost $83.24 Unrealized +116.0%
GIS General Mills 0.4%
Value ($000) $734 Shares 11,904 Est. Cost $32.92 Unrealized +58.3%
LLY Eli Lilly 0.4%
Value ($000) $719 Shares 4,859 Est. Cost $45.17 Unrealized +222.8%
Mastercard 0.4%
Value ($000) $656 Shares 1,940 Est. Cost $200.52 Unrealized
DLTR Dollar Tree 0.4%
Value ($000) $656 Shares 7,185 Est. Cost $53.95 Unrealized +74.4%
Activision Blizzard 0.4%
Value ($000) $653 Shares 8,065 Est. Cost $80.97 Unrealized
Adobe Systems 0.4%
Value ($000) $635 Shares 1,294 Est. Cost $490.73 Unrealized
Amcor PLC 0.4%
Value ($000) $622 Shares 56,247 Est. Cost $11.47 Unrealized
CTAS Cintas 0.4%
Value ($000) $617 Shares 1,855 Est. Cost $46.76 Unrealized +55.9%
Raytheon Technologies 0.4%
Value ($000) $588 Shares 10,213 Est. Cost $61.65 Unrealized
Netflix 0.3%
Value ($000) $583 Shares 1,165 Est. Cost $474.87 Unrealized
Constellation Brands 0.3%
Value ($000) $560 Shares 2,953 Est. Cost $183.03 Unrealized
XOM ExxonMobil 0.3%
Value ($000) $549 Shares 16,002 Est. Cost $54.10 Unrealized -40.3%
Truist Financial 0.3%
Value ($000) $534 Shares 14,034 Est. Cost $54.40 Unrealized
IBM IBM 0.3%
Value ($000) $521 Shares 4,278 Est. Cost $110.13 Unrealized -14.8%
AbbVie 0.3%
Value ($000) $486 Shares 5,552 Est. Cost $94.13 Unrealized
Lam Research 0.3%
Value ($000) $480 Shares 1,447 Est. Cost $331.72 Unrealized
DCI Donaldson 0.3%
Value ($000) $466 Shares 10,048 Est. Cost $31.28 Unrealized +42.7%
MTD Mettler-Toledo Int'l 0.3%
Value ($000) $430 Shares 445 Est. Cost $645.71 Unrealized +43.7%
MKC McCormick 0.2%
Value ($000) $409 Shares 2,109 Est. Cost $35.07 Unrealized +149.9%
BA Boeing 0.2%
Value ($000) $406 Shares 2,459 Est. Cost $141.82 Unrealized +20.2%
PFE Pfizer 0.2%
Value ($000) $375 Shares 10,221 Est. Cost $26.98 Unrealized +0.5%
Unilever N.V. 0.2%
Value ($000) $370 Shares 6,118 Est. Cost $40.55 Unrealized
Globe Life 0.2%
Value ($000) $364 Shares 4,555 Est. Cost $96.12 Unrealized
PCAR PACCAR Inc. 0.2%
Value ($000) $348 Shares 4,086 Est. Cost $36.20 Unrealized +27.0%
Dominion Energy 0.2%
Value ($000) $283 Shares 3,591 Est. Cost $76.38 Unrealized
ITT Corporation 0.2%
Value ($000) $278 Shares 4,710 Est. Cost $58.80 Unrealized
CAT Caterpillar 0.2%
Value ($000) $266 Shares 1,785 Est. Cost $126.81 Unrealized 0.0%
Walgreens Alliance Boots 0.2%
Value ($000) $263 Shares 7,312 Est. Cost $73.81 Unrealized
Duke Energy 0.1%
Value ($000) $246 Shares 2,782 Est. Cost $79.96 Unrealized
PPL Corp 0.1%
Value ($000) $242 Shares 8,887 Est. Cost $33.14 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $237 Shares 11,135 Est. Cost $14.84 Unrealized +10.2%
Quest Diagnostics 0.1%
Value ($000) $236 Shares 2,057 Est. Cost $113.76 Unrealized
Principal Financial Group 0.1%
Value ($000) $234 Shares 5,813 Est. Cost $53.44 Unrealized
ConocoPhillips 0.1%
Value ($000) $217 Shares 6,599 Est. Cost $58.70 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $212 Shares 4,395 Est. Cost $42.54 Unrealized 0.0%
CI Cigna 0.1%
Value ($000) $208 Shares 1,228 Est. Cost $167.97 Unrealized -4.1%
GILD Gilead Sciences 0.1%
Value ($000) $204 Shares 3,228 Est. Cost $56.12 Unrealized 0.0%
SO Southern Company 0.1%
Value ($000) $203 Shares 3,750 Est. Cost $43.54 Unrealized 0.0%